Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Ron C who wrote (8284)	12/3/1999 11:24:00 AM
From: Sam Citron	Read Replies (1) \| Respond to of 60323

Ron, Thanks for your views. I guess we will have to suspend judgment until we see how the new Agfa performs. My view is that the ultimate winner will be the technology that can sieze on the market potential of portable storage for digital cameras, audio devices, PDAs and phones, by adopting the technology that is most scalable. I feel that scalability is a key issue because really low price points are necessary to achieve a mass market. It's only inning one of a long game. I think flash may ultimately be the winner here but I am not an engineer so it is hard for me to judge. What does it take to get flash to scale from, say, 64mb to a gig? What is the projected time frame and cost projection? If Iomega were the only ones working on spinning disk technologies I would say they are probably crazy. But the fact that IBM is devoting millions of dollars to microdrives tends to validate the technology as a possible competitive solution.